This is an overview of the available custom job fields. Job fields show up in the Job List and Job Details sections.
To learn how to create and edit these, check out this video. There are many different ways to configure these so we recommend working with your account manager to ensure you are accessing and displaying information the most effective way.
Job Identification and Administrative Fields
|
BaseFieldName |
Description |
| Name | Job Name |
| JobID | Unique job ID |
| OriginalJobID | |
| JobNum | Job number |
| JobString | |
| IsJobOverride | |
| JobGroup | |
| Ref_JobProcessName | Name of the job process |
| ProcessID | Process ID |
| SubType | Job Type |
| Ref_JobSiteState | |
| Status | Job Status |
| StatusDate | When the job status changed most recently |
| StatusDetail | |
| LastEditBy | User who edited the job last |
| ParentCity | |
| ParentDrawingFileName | |
| ParentState | |
| ParentZip | |
| EnterpriseID | Unique shop ID - for ActionFlow developers |
| ValidFrom | |
| ValidTo |
Customer Information
|
BaseFieldName |
Description |
| CustomerID | Customer ID |
| CustomerString | |
| IsBillToCustomer | Whether or not to bill the job to the customer |
| Ref_CustomerName | Customer Name |
| Ref_CustomerZip | Customer Zip Code |
| Ref_LeadSource | |
| DefaultPartnerID | |
| Ref_PartnerName | |
| Dealer Contact | Contact person for dealer/partner/account |
Job Dates related to Job Actions and Statuses
|
BaseFieldName |
Description |
| CreatedDate | |
| AcceptedDate | |
| IsAcceptedDateProjected | |
| BidDate | |
| IsBidDateProjected | |
| TemplatedDate | |
| IsTemplatedDateProjected | |
| PartialFabDate | |
| IsPartialFabDateProjected | |
| FabricatedDate | |
| IsFabricatedDateProjected | |
| InstalledDate | |
| IsInstalledDateProjected | |
| InvoiceExportedDate | |
| IsInvoicedDateProjected | |
| PaidDate | |
| IsPaidDateProjected | |
| CancelledDate | |
| IsCancelledDateProjected | |
| StatusDate | When the job status changed most recently |
| TargetDate | |
| IsTargetDateProjected |
Area Information
|
BaseFieldName |
Description |
| JobORMaterial | |
| JobORColor | Job override color? |
| JobOREdge | |
| JobORSink | |
| JobORSquareFeet | |
| Sum_SquareFeet | |
| Sum_LinearFeet | |
| Sum_RemakeSquareFeet | |
| Ref_SplashHeight | Splash height for the areas on the job |
| IsJobOverride |
Area Values - Money Related
|
BaseFieldName |
Description |
| Sum_TotalRevenue | Sum of revenue for areas attached to job |
| Sum_TotalRevenueDecimal | Sum of revenue for areas attached to job |
| Sum_RevenueCode | Date with total revenue decimal |
| Sum_TotalRetail | |
| Sum_TotalRetailDecimal | |
| Sum_TotalCost | |
| Sum_TotalCostDecimal | |
| Sum_AmountDue | |
| Sum_AmountDueDecimal | |
| Sum_CreditCardFees | |
| Sum_CreditCardFeesDecimal | |
| Sum_Payments | |
| Sum_PaymentsDecimal | |
| Sum_MaterialCost | |
| Sum_MaterialRevenue | |
| Sum_Margin | Sum of margin for areas attached to job |
| Sum_MarginDecimal | |
| Ref_MarginPercent | |
| Sum_TDollars | |
| Sum_TDollarsDecimal | |
| Sum_ConstraintHours | |
| Sum_ConstraintHoursDecimal |
Inventory
|
BaseFieldName |
Description |
| PurchaseOrderNum | |
| Sum_MaterialCost | Sum of the material cost for the attached areas |
| Sum_MaterialRevenue | Sum of the material revenue for the attached areas |
| PieceCount | |
| SourceOrderID |
Quickbooks
|
BaseFieldName |
Description |
| AccountingClass | |
| AccountingID | |
| InvoiceExportedDate |
Custom Fields
|
BaseFieldName |
Description |
| CustomCheckbox | There are 15 custom checkboxes |
| CustomDate | There are 5 custom date fields |
| CustomDollar | There are 15 custom dollar fields |
| CustomInteger |
There are 10 custom integer fields Examples: brackets needed |
| CustomNumber | There are 10 custom number fields |
| CustomText |
There are 15 custom text fields CustomText1-12: 100 characters CustomText13: Estimate Footer Notes CustomText13-15: Unlimited characters Examples: glue color, signature, COD type, tearout material, cooktop model |
Other
|
BaseFieldName |
Description |
| Notes | Job notes |
| IsPhased | Whether or not the job is part of a phase group |
| Phase | Phase number - set the order of phase jobs |
| HDYearBuilt | Home Depot - Year built |
| IgnoreRedFlags |
Ignore red flags associated with this job |
| SalesFacilityDefID | Sales Facility for multi-facility companies |
| Ref_SalesFacilityName | Name of Sales Facility for multi-facility companies |
| FabricationFacilityDefID | Fabrication Facility for multi-facility companies |
| Ref_FabricationFacilityName | Name of Fabrication Facility for multi-facility companies |
| Hyperlink | Add a hyperlink |